Orders

Attach Files to an Order

3min

Files can be easily attached to orders within Velocity once they have been placed. Here are some examples of types of files that could get attached to an order:

  • Signed receipts or quotes
  • Tax documents
  • Email history or other communication related to the order

Order attachments can be viewed in the Order Details view in the Attachments section.

Upload Attachments

To attach a file to an order, select the Upload button in the header of the Attachments section. To select a file to upload, drag and drop the file into the dashed area, or select Select a file to show the file picker window. The Attachment name will default to the name of the selected file, but you can change it before uploading. Select Upload File to upload the file.

Attachment dialog
Attachment dialog


Download Attachments

To download an attachment, select on the download button in the far right of the attachment row. This will open the attachment if your browser supports the attachment file type. Otherwise, the file will download to your device.

Document image


Edit or Delete Attachments

To edit or delete an attachment, select on the info button in the far right of the attachment row. In the attachment details popup, select the Edit or Delete... buttons to edit or delete the attachment.

Document image